Chicago Partners Investment Group’s BlackRock Income Trust BKT Stock Holding History

Chicago Partners Investment Group’s Portfolio BKT Stock Details BKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Hold	47,284	–	–	0.01%	1019
2026 Q1	$507K	Sell	47,284 -500	-1%	-$5.5K	0.01%	879
2025 Q4	$529K	Hold	47,784	–	–	0.01%	731
2025 Q3	$539K	Buy	47,784 +500	+1%	+$5.83K	0.01%	663
2025 Q2	$548K	Hold	47,284	–	–	0.02%	561
2025 Q1	$552K	Buy	+47,284	New	+$552K	0.02%	496

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Chicago Partners Investment Group's BKT Position: Q2 2026 in Review

Chicago Partners Investment Group held its BlackRock Income Trust (BKT) position steady in Q2 2026 at 47,284 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #1019.

Chicago Partners Investment Group first reported a position in BKT in Q1 2025 and has held it in 6 quarters since. The position peaked at $552K in Q1 2025. 66 funds tracked by Wall St. Rank hold BKT as of Q2 2026.

Chicago Partners Investment Group held 47,284 shares of BlackRock Income Trust worth $484K as of Q2 2026.
Chicago Partners Investment Group left its BlackRock Income Trust share count unchanged in Q2 2026.
BlackRock Income Trust made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1019 holding.
Chicago Partners Investment Group first reported a position in BlackRock Income Trust in Q1 2025 and has held it in 6 quarters since.
Chicago Partners Investment Group's BlackRock Income Trust position peaked at $552K in Q1 2025.
66 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.